A team of specialist agents,
built around your work.

Start with ready-made Geniuses or create your own. Give each one a job, the tools and data it can use, a schedule or trigger, and rules for when it must involve a person. They work independently, share what they learn, and leave a record of everything they do.

The anatomy

What makes a Genius

A Genius is not a prompt. It is a small, accountable worker defined by five things, whether you start from a template or build one from scratch.

  1. 01

    A clear job

    A charter that says what this Genius is responsible for, and what it is not.

  2. 02

    Approved tools and data

    The specific feeds, systems, and tools it is allowed to use, and nothing outside them.

  3. 03

    Persistent memory

    A durable record of what it has learned, so it sharpens over time instead of starting fresh each run.

  4. 04

    A schedule or trigger

    It runs on a cadence you set, or wakes on an event: a new email, a price move, a filing.

  5. 05

    Permissions and boundaries

    Rules for what it can do on its own, what needs a person to approve, and when it must escalate.

Examples

Ready-made to start, yours to extend

These are starting points, not a fixed roster. Run a ready-made Genius as-is, tailor it to how your desk works, or define a new one around a job that is specific to you.

Curve & Basis Strategist

Reads term structure, basis, and seasonality across energy and commodities, and flags when the curve or a spread relationship is dislocating.

Portfolio Risk Sentinel

Sizes paper positions, tracks rolling drawdown and correlation, enforces your limits, and pauses any edge whose performance decays.

Email & Operations Genius

Reads a role inbox, extracts the structured details, updates internal systems, schedules the follow-up, and escalates the exceptions that need a person.

Create your own

Define the job, the tools and data it can touch, the schedule or trigger, and the approval rules. If your desk has a job worth doing well, you can staff it.

Extensible

Your team is never locked out

Everything the agents can do, your quants can do interactively in a secure sandbox: pull data, build and test ideas, run scenarios, and work a paper book. The platform extends around how your desk already works.

  • Same tools, interactively. Your quants work with the same capabilities the agents use, by hand when they want to.
  • Bring your own. Plug in your data feeds, brokers, and internal systems, and the agents can use them too.
  • Sandboxed and safe. Scripts and tools run in a contained environment, paper-first, so nothing they do ever places a real order.
  • In your pocket. An iPhone app (in beta via TestFlight) keeps the desk with you for checking in from anywhere.
Discipline

Nothing trades that hasn't earned it

Strategy Geniuses hold themselves to a standard. Every strategy has to prove itself before it touches the paper book, and keep proving it while it runs. The path is the same every time: research, validate, paper trade, monitor, review. It stays in research and simulated paper trading throughout; TrustyGenius never places a live order.

  • Researched from your data, then written up with the evidence attached
  • Validated: stress-tested across a wide range of outcomes and proven out-of-sample, not fit to a single backtest line
  • Paper traded against real prices and real reconciliation, with simulated fills
  • Monitored and reviewed, and paused automatically when the edge fades
  • Inputs

    Sources and integrations

    Out of the box. Custom feeds slot in via a Production Agent Sprint.

  • Brokers: IBKR for live market data and paper accounts, with daily reconciliation
  • Market data: Yahoo Finance end-of-day and intraday bars
  • Options: chains and volatility analytics (in progress)
  • Custom: bring your own tools and data sources
  • On the roadmap: fundamentals, macro series, prediction markets, weather and shipping, inventories, and alternative sentiment